See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 10 · EIN 93-1253576 | Accounting | $126,498 |
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $43,970 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,717 | $95,880+102.0% | $107,525+80.2% | $85,563+126.4% |
| Participation rate | 95.7% | 70.1%+25.6pp | 75.1%+20.6pp | 66.0%+29.8pp |
| Annual return | 15.34% | 68.06%-52.7pp | 181.32%-166.0pp | 31.51%-16.2pp |
| Employer contribution / active EE | $7,671 | $3,812+101.2% | $3,754+104.4% | $2,654+189.1% |
| Participant deferral / active EE | $12,727 | $4,201+202.9% | $5,116+148.8% | $4,375+190.9% |
| Admin fee / account holder | $290 | $1,025-71.7% | $8,919-96.7% | $834-65.2% |